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7IM – Investment Team

Overall, performing about the same as the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. There is not sufficient data to say whether good stock picking has had any real effect on results, which have not been particularly exposed to falling markets.

Manager profile

Led by Martyn Surguy, the Chief Investment Officer, the 18 strong 7IM Investment Team have a wealth of investment knowledge and a range of experience.

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against
all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.

Quartile 1

Quartile 2

Quartile 3

Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : 7IM – Investment Team

Discrete performance

0-12m

12-24m

24-36m

36-48m

48-60m

60-72m

72-84m

84-96m

96-108m

108-120m

7IM – Investment Team

0.8

4.5

15.6

-6.6

13.8

4.4

13.1

-4.0

6.4

22.7

Peer Group Composite

3.2

3.7

15.3

-1.8

8.2

2.7

11.4

-0.9

6.9

22.9

Over / Under

-2.4

0.8

0.3

-4.8

5.6

1.7

1.7

-3.1

-0.5

-0.2

Performance vs peer group composite: 7IM – Investment Team

How a manager matches up against their peers gives you some idea of how talented they are.
Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.